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|Showing 1 - 10 of 37 results for "AdviserLogic"|
|... products. The new tool will see a refresh of several Morningstar solutions, including its financial planning software, AdviserLogic. Dixon said this will enable advisers to be more confident they are meeting their best interest obligations and delivering ...|
|... in 30 seconds. Miller said Asendium works best with another customer relationship management system like Xplan and AdviserLogic. The first iteration, Asendium Lite, launched in August 2020, was implemented by new dealer group Finchley & Kent. Asendium ...|
|The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...|
|... to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other ...|
|... house revealed plans to make the data available through its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.|
|... second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission ...|
|... accessing super at the price point set." De Gori said the FPA has partnered with Midwinter, Financial Mappers and AdviserLogic to make the template available digitally. "We are supporting our members by helping them quickly and efficiently provide advice ...|
|... they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection, product comparison ...|
|... quarter. It comes off the back of the research firm's acquisition of Australian cloud-based adviser software firm, AdviserLogic, in November last year. Morningstar Canada chief executive and president, Scott Mackenzie, said PlanPlus Global's risk profiling ...|
|... investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering.|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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